Set Up Access to Report Columns and Groups

As part of setting up a role's security access to reports, you can limit the role's access to certain report columns and groups.

Prerequisites: Set up access to reports.

To set up report column and group access, complete the following steps:

  1. Select the reports from the Reports for this Role column.
  2. Click Set Column/Group Access.
  3. To set column security, select one of the following actions:
    Option Description
    For the role to access to all columns in the report Select the All Columns option.
    For the role to access specific columns Click Set Column Security at the top of the grid. The Detail Columns dialog box displays. In the Available Columns box, select the columns that you want to display on the report and click the Add button to move these columns to the Columns for this Report box.
    To remove columns from the report Select the columns in the Columns for this Report box and click the Remove button to move these columns back to the Available Columns box.
  4. To set group security, select one of the following actions:
    Option Description
    For the role to access all groups in the report Select the All Groups option.
    For the role to access specific groups Click Set Group Security at the top of the grid. The Detail Columns dialog box displays. In the Available Groups box, select the groups that you want to display on the report and click the Add button. The groups move to the Groups for this Report box.
    To remove groups from the report Select the groups in the Groups for this Report box and click the Remove button. The groups are moved back to the Available Groups box.
  5. Click Save.